EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,056
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.71M
3
+$8.33M
4
MBB icon
iShares MBS ETF
MBB
+$7.17M
5
TSLA icon
Tesla
TSLA
+$6.61M

Top Sells

1
+$5.78M
2
+$4.21M
3
+$3.82M
4
IAU icon
iShares Gold Trust
IAU
+$3.23M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.18M

Sector Composition

1 Technology 10.57%
2 Consumer Discretionary 6.49%
3 Financials 6.41%
4 Industrials 3.76%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$472K 0.04%
2,448
+371
277
$465K 0.04%
3,917
+3,710
278
$464K 0.04%
15,846
+14,262
279
$462K 0.04%
6,840
+270
280
$460K 0.04%
516
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281
$459K 0.04%
+4,210
282
$459K 0.04%
5,110
-83
283
$458K 0.04%
20,514
+4,176
284
$453K 0.04%
400
285
$452K 0.04%
4,103
-2,483
286
$451K 0.04%
6,300
+2
287
$450K 0.04%
1,673
-160
288
$449K 0.04%
1,805
-306
289
$448K 0.04%
5,584
+380
290
$443K 0.03%
1,750
+96
291
$438K 0.03%
8,478
-8,553
292
$437K 0.03%
3,445
-465
293
$437K 0.03%
18,412
-7,667
294
$432K 0.03%
4,542
-1,288
295
$432K 0.03%
932
+3
296
$431K 0.03%
2,143
-275
297
$431K 0.03%
18,152
+4,511
298
$431K 0.03%
3,543
+174
299
$429K 0.03%
4,610
+52
300
$429K 0.03%
1,273
+513
10 11
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